Filed April 23, 2021
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,524 | $64,909-11.4% | $82,312-30.1% | $62,293-7.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 40.36% | 21.18%+19.2pp | 25.88%+14.5pp | 28.90%+11.5pp |
| Employer contribution / active EE | $2,595 | $1,676+54.8% | $2,428+6.9% | $2,042+27.1% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |